Some of the firmís recent accomplishments:
Represented S-corporation shareholders in a software company sale to a publically held company. The deal was worth over $400 million and was structured as a stock sale but an election under IRC Sec. 338(h)(10) was employed.
Represented a large laboratory testing company client in a sale involving the settlement and divestiture using IRC Sec. 355 (type F Ė Tax-Free Reorganization) with a private-equity fund. The enterprise value was over $85 million.
Assisted a warehouse and distribution client successfully save over $170K in current year taxes by assisting in a cost segregation study on the property.
Assisted a new non-profit organization become established as a public charity and obtain IRC 501(c)(3) tax exempt status.
Testified in federal and state court regarding valuations and related financial issues.